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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,564 | $110,212-89.5% | $96,534-88.0% | $139,466-91.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 118.43% | 26.42%+92.0pp | 25.88%+92.6pp | 373.66%-255.2pp |
| Employer contribution / active EE | $3,543 | $3,620-2.1% | $2,965+19.5% | $4,754-25.5% |
| Participant deferral / active EE | $5,900 | $5,547+6.4% | $4,851+21.6% | $6,712-12.1% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |